Associate, Banking

About the Role

Morgan Stanley & Co. LLC is seeking an Associate, Banking in New York, New York.

Key Responsibilities

• Provide financial advisory services related to mergers and acquisitions to various clients.
• Create transaction structures that address key concerns faced by the client.
• Coordinate various parties to ensure due diligence process utilizing proprietary Firm processes.
• Perform various financial and valuation analysis, including discounted cash flow (DCF), comparable companies, precedent transaction analysis, leveraged buyout (LBO) analysis, and merger modeling.
• Prepare marketing materials including Teaser, Confidential Investment Memorandum, and Management Presentation.
• Support senior stakeholders with investor outreach.
• Leverage experience with cross-border transactions.

Requirements & Tech Stack

• Bachelor’s in Economics, Finance, Business Administration, or a related field of study.
• Two (2) years of experience in the position offered or two (2) years as an Analyst, or a closely related occupation.
• Two (2) years of experience with the following skills:
• Applying accounting principles to analyze income statements, balance sheets, cash flow statements, working capital, revenue trends, profitability, and leverage.
• Analyzing capital structure, cost of capital, financing alternatives, shareholder value creation, and transaction rationale.
• Performing valuation analyses using discounted cash flow, discounted equity value, public company trading comparables, precedent transaction, leveraged buyout, and sum-of-the-parts methodologies.
• Preparing merger models to assess pro forma ownership, accretion and dilution, purchase accounting adjustments, transaction synergies, financing assumptions, and impact on earnings, leverage, and credit metrics.
• Drafting confidential information memorandums, management presentations, and teasers.
• Using Excel formulas, data tables, sensitivity analysis, scenario analysis, financial model auditing, and data organization techniques.
• Preparing financial analysis, valuation summaries, transaction overviews, board materials, and presentations with PowerPoint.
• Using virtual data room platforms including Intralinks and Datasite.
• S&P Capital IQ, Bloomberg, Mergermarket, and Deal Point Data.